Back To The Basics. After the development, the money, and the contracts all come together, someone has to build your solar and/or storage project. The buzzword is the ‘boots on the ground’ and the pressure to hire and train a workforce to build the much needed infrastructure is tremendous. EPCs across the Country are hyper focused on execution but have become experts at hiring, training and retention. If this does not happen, our goals will not either.
Tariff Magic Wand. The headline about tariffs driving inflation had my mind go into a creative space to think about what we would have said if we knew in 2012 what the solar world would look like in 2024. From the very first solar duties and tariffs, what could we have accomplished that could have created more domestic supply chain while also removing conflict and sustained a stable solar market. How would you have designed a structure to build out the manufacturing space without the tariff wars?
- Reuters: US solar, storage growth clipped by labor shortages
- Bloomberg: The US Election Has Climate Tech Investors in Wait-and-See Mode
- New York Times: Yellen to Warn Sweeping Tariffs Would Ignite Inflation
- Utility Dive: Supreme Court rejects calls to put a hold on EPA power plant carbon rule
- Axios: Phoenix shatters extreme heat records into fall
- PV-Tech: California Community Choice Aggregators ink solar and storage offtake deals
- Renewable Energy World: New York hit its distributed solar goal a year early. Next stop: 10 GW
- Energy storage News: NextEra, Primergy, Spearmint seek Minnesota regulator’s approval for 300MW of BESS projects
Opinion
Best, Yann